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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Englewood | CO | 03/1999 | 01/2025 |
| Osaic Wealth, Inc. | Denver | CO | 01/2025 | Present |
1)AMERICA WEST FINANCIAL A PASSIVE INVESTMENT IN 5 SELF-STORAGE LIMITED PARTNERSHIPS MANAGED BY AMERICAN WEST. 5901 ENCINA ROAD, SUITE C-5, GOLETA, CA 93117 PARTICIPATION 1991-PRESENT. I AM NOT AN EMPLOYEE AND DO NOT HAVE ANY ACTIVE PARTICIPATION. I DEVOTE 0 HOURS PER MONTH TO THIS BUSINESS; INSURANCE BROKERAGE WITH VARIOUS APPROVED CARRIERS-5/1/01 TO PRESENT-1 HR PER MONTH, 0 DURING TRADING HRS 2)CHANNEL ISLAND SELF STORAGE, 350 JASMINE STREET, DENVER, CO 80220 CATEGORY: RETAIL, SERVICE INDUSTRY INVESTMENT-RELATED: NO TITLE: MINORITY GENERAL PARTNER DUTIES: CONTRIBUTE TO BUSINESS DECISIONS START DATE: 03/04 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-02 |
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